MidWestOne Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
5,969
-48
-0.8% -$10.4K 0.17% 130
2025
Q1
$1.2M Sell
6,017
-181
-3% -$36.1K 0.17% 130
2024
Q4
$1.37M Sell
6,198
-69
-1% -$15.2K 0.19% 111
2024
Q3
$1.38M Buy
6,267
+118
+2% +$26.1K 0.19% 117
2024
Q2
$1.25M Sell
6,149
-150
-2% -$30.4K 0.23% 116
2024
Q1
$1.32M Sell
6,299
-1
-0% -$210 0.24% 113
2023
Q4
$1.26M Buy
6,300
+795
+14% +$160K 0.24% 102
2023
Q3
$973K Sell
5,505
-2,521
-31% -$446K 0.22% 120
2023
Q2
$1.5M Buy
8,026
+503
+7% +$94.2K 0.33% 78
2023
Q1
$1.34M Buy
7,523
+305
+4% +$54.4K 0.3% 81
2022
Q4
$1.26M Buy
7,218
+547
+8% +$95.4K 0.28% 79
2022
Q3
$1.1M Buy
6,671
+112
+2% +$18.5K 0.28% 81
2022
Q2
$1.11M Sell
6,559
-3,538
-35% -$599K 0.27% 89
2022
Q1
$2.07M Sell
10,097
-124
-1% -$25.4K 0.45% 50
2021
Q4
$2.27M Hold
10,221
0.48% 41
2021
Q3
$2.24M Sell
10,221
-70
-0.7% -$15.3K 0.52% 36
2021
Q2
$2.36M Sell
10,291
-268
-3% -$61.5K 0.56% 36
2021
Q1
$2.33M Hold
10,559
0.56% 32
2020
Q4
$2.07M Hold
10,559
0.57% 34
2020
Q3
$1.58M Sell
10,559
-553
-5% -$82.9K 0.52% 41
2020
Q2
$1.59M Sell
11,112
-886
-7% -$127K 0.66% 19
2020
Q1
$1.37M Sell
11,998
-310
-3% -$35.5K 0.5% 40
2019
Q4
$2.04M Buy
12,308
+5,595
+83% +$926K 0.42% 26
2019
Q3
$1.02M Sell
6,713
-2,458
-27% -$372K 0.31% 75
2019
Q2
$1.43M Buy
+9,171
New +$1.43M 0.39% 56